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S&P Capital IQ Excel Plug-in Installation Guide

Temporary Remote Access to S&P Capital IQ

Create S&P Capital IQ Account

  1. Click on the Capital IQ link in the box above.
  2. Enter your email address and hit the submit button:                                                                                                                             undefined  

 

  1. You will then be prompted to check your email.  Open your email and click on the reset-password link button. undefined

 

  1. Change your password and click the submit button.                                                                              undefined

 

  1. Return to your email, and click the "LOG IN" button.                                                                undefined

 

  1. Log in to your account
  2. You might be prompted to click on a forwarding link. Click on the forwarding link to get to the S&P dashboard.
  3. Accept the S&P Global Terms and Conditions (You will need to check off both boxes before you click the accept button).    undefined
  4.  You're in!

How To Install S&P Capital IQ Excel Plug-In

  1. Make sure that all Office applications on your computer are closed (Excel, Word, PPT, Outlook, etc.)
  2. Login to Capital IQ. 
  3. Click on the download button located on the left menu bar under My Profile.                                                                                         undefined

 

  1. Download the Office Add-On (New installer)                                                                                                                                         undefined

 

  1. Run Installer > Click Next                                                                                                                                                                                    undefined

 

  1. Agree with License Agreements and click Next                                                                                                                          undefined

 

  1. Leave the install location as default (recommended).  Select all the install options (recommended) and click Next.                            undefined

 

  1. Click Finish to exit install window                                                                                                                                    undefined

 

How to Configure S&P Capital IQ Excel Plug-in

  1. Open Excel (and create a blank workbook).
  2. Click on S&P Capital IQ tab. undefined

 

  1. Click on Settings. undefined

 

  1. Enter your S&P Capital IQ Username and Password into the dialog box.  undefined

 

  1. Click Apply.  If successful, you will be asked to download the S&P Capital IQ Library.  Click yes. Congratulations!  You are done!